TechInsights’ Semiconductor Manufacturing Economics (SME) has wafer production costs for hundreds of specific processes at fabs around the world. Our team conducted analysis of wafer costs over time for a selection of companies using SME data. Data was for both Discrete/Power semiconductors and ICs. Although SME includes frontend and backend costs, this analysis focused on the frontend costs up until sawing/dicing into individual dies.

TechInsights Wireless Smartphone Strategies (WSS) channel estimate that the smartphone sales during China’s second largest online shopping festival 6.18 (June 18th) in 2024 declined 2% year-over-year (yoy) to 13.1 million units, however, due to rising ASPs, smartphone market value almost remained flat yoy at CN¥ 62.3 billion (US$ 8.6 billion), overperforming the total online GMV (Gross Merchandise Volume) which shrank yoy by 3%.

TechInsights expects the VR headset market to be worth just under $6.7 billion and grow to an installed base of 32 million units by 2029. Console and standalone VR devices will become increasingly important as the market evolves toward headsets which offer higher quality experiences.

Microsoft's impressive Copilot+ PCs showcase AI's potential, but their sustainability report reveals a sharp rise in emissions due to AI infrastructure. Can the tech industry innovate while staying green? Read our blog to explore the future of sustainable chip design.

Ideal Power is bringing its bidirectional bipolar junction transistor (B-TRAN) architecture to the power semiconductor space, promising to improve performance for systems that typically employ Si insulated gate bipolar transistors (IGBTs).

Global smartphone shipments grew by 10% annually YoY in Q1 2024. The sixty countries tracked in this report accounted for 90% of these global shipments. Samsung was the largest vendor and was followed by Apple on consolidated shipments to these markets.

Global smartphone apps processors (AP) with on-device artificial intelligence (AI) increased 32 percent year-over-year in Q1 2024 as the mobile AI revolution takes hold of the industry. Qualcomm, MediaTek and Apple APs continue to dominate the absolute volume of on-device AI designs in Q1 2024 with MediaTek making significant gains with their latest Dimensity 9300. This report tracks quarterly shipments of key smartphone AI AP chips for major vendors, and includes provisional estimates up to Q4 2024.

The presented technologies included both software solutions and prototypes of vision devices supporting driving. This report is a summary of newly presented innovations and company profiles.

2023 saw just over 13M VR headsets ship. Hardware vendors shared just over $4B in wholesale revenues, led by Meta, which accounted for nearly 35% of all hardware revenues. This report examines the share of shipments, installed base, and revenues for each of the major platforms. These include Google Cardboard, Daydream, Samsung Gear VR, HTC, Oculus, Windows MR and Sony PSVR.

TechInsight’s latest smart home device forecast predicts global shipments of smart home devices will almost double between 2024 and 2030 to exceed 2.5 billion units at the end of this period.

TechInsights forecasts xEV production to grow at a CAAGR of 13%, with volumes reaching 59.2 million units by 2031. Sensor demand from xEV powertrain systems is forecast to grow at a CAAGR of 12% from $0.8 billion in 2023 to $1.4 billion in 2028 and reaching nearly $1.6 billion by 2031.